BestJobs - Jobs - Broker Support Customer Service - Australian Mortgage Experience

Broker Support Customer Service Australian Mortgage Experience

Pampanga, Central Luzon ·  17 January (updated)

Beepo, Inc.

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27 reviews


  • This is an exciting opportunity to work with a people centric, customer focused business. Beepo is a fast-growing BPO in Clark, Pampanga with an Employee Satisfaction rate of over 96%.

    You will need great English communication skills, both written and verbal. You will be supported by a great working environment, leading benefits, and an opportunity to meet your career goals. You will be able to apply your skills and innovative thinking to this role. This is an opportunity to grow your career quickly.

    Duties and Responsibilities:

    • Contact client (as directed by broker) to complete / update clients’ needs review document within 24 hours

    • With direction from broker - request and assist client to provide their supporting documents

    • Data entry of updated clients’ details into Salesforce CRM software

    • Liaise with broker over documents and advise any delays

    • Check all bank statements for inconsistencies such are dishonors, overdrawn, or suspicious transactions and advise broker immediately

    • Check payslips for deductions such as salary sacrifice and advise broker

    • Scan and save all documents in client folder on sdrive / cloud for broker to access and review

    • Assist broker as directed with research/clarification on various lender policy or have specific questions answered by lender BDMs

    • Advise broker once documents are received

    • Check dates on client documents and discuss with broker obtaining updated versions due to time lapses

    • Finance application completed and emailed to clients for checking, signing and return

    • Application and supporting documents to be verified and input on CRM validated as correct / matching

    • Broker emails to be vetted and discussed daily with broker, actioning as directed

    • Emails to be sorted into client folders

    • Outlook emails to be cleared daily

    • Work with broker on campaigns to client base, birthday wishes to clients, newsletters, Instagram, Facebook, and any other campaigns

    • Contact with client (loans less than 4 years old) as directed by broker, confirming their product is still suitable, pricing requests, interest only anniversary, fixed rates expiring, suggestions of better products available in the market today

    • Update client database

    • Support role for staff member handling Post Bank Selection

    Qualifications and Experience:

    • Experience in Australian loan processing

    • Excellent communication skills both written and verbal

    • Process and Technology Driven - able to pick up new processes quickly

    • Demonstrated success finding solutions in a customer facing role

    • Podium experience or similar lending CRM

    • High attention to detail

    • Ideally with an understanding of Social Media – Facebook and Instagram

    • Must be willing to work in Clark, Pampanga

  • Requirements

  • Years of experience: 1
  • Language(s): English
  • Availability for travel: No
  • Availability for change of residence: No

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Job summary

  • Broker Support Customer Service

  • Pampanga, Central Luzon

  • Company

    Beepo, Inc.
  • Work type

    Permanent contract

  • Type of contract

    Full Time

  • Apply